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Mutual Fund Distribution
Discuss mutual fund options and understand the basics before making an investment decision.
PERSONAL FINANCE · PROTECTION · PLANNING
Make your financial future feel more confident.
MoneyplanT InvestmentS offers mutual fund distribution and insurance advisory support, helping individuals and families explore financial choices with greater clarity.
✓ Personalised conversations • Clear explanations • Long-term perspective
22 yearsExperience in financial services
EXPERIENCE22 yearsBUSINESSMoneyplanT InvestmentSBASED INChhatrapati Sambhajinagar
01 / ABOUT
Thoughtful guidance for important decisions.
Pankaj Hiralal Khandelwal works in mutual fund distribution and insurance advisory, with 22 years of experience.
At MoneyplanT InvestmentS, the focus is on understanding your priorities, explaining available options in clear language and helping you consider next steps aligned with your individual circumstances.
Start a conversation →02 / SERVICES
Support for your financial priorities.
Talk through your needs and learn which service areas may be relevant to your goals.
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Life Insurance
Explore life insurance considerations for your family’s financial protection needs.
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Family Protection Planning
Review protection priorities and identify the questions that matter for your family.
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Child Education Planning
Consider future education goals, time horizons and ways to prepare for upcoming costs.
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Retirement Planning
Talk about retirement goals, future income needs and long-term financial preparation.
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Policy Service Support
Get guidance on routine policy service queries and understand next steps for your request.
03 / OUR APPROACH
Clear information. Personal attention.
Financial decisions are personal. A useful conversation begins by understanding your situation and priorities.
Talk to the advisor →✓
Understand your needs
Start with your goals, questions and financial priorities.
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Explain options clearly
Discuss relevant information and clarify terms before you decide.
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Plan for the long term
Consider time horizons and changing needs as part of your planning.
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Stay connected
Reach out when you need to discuss a question or service requirement.
04 / HOW WE WORK
A simple path to greater clarity.
Understand
Share your financial goals, current questions and concerns.
Explore
Review relevant service options and clarify the details that matter.
Move forward
Consider your options and decide on a next step that suits your needs.
05 / RECOGNITION
A milestone worth celebrating.
NJ WEALTH · EXCELLENCE AWARD 2017–18The supplied trophy recognises an Excellence Award for FY 2017–18. The original award photo is included here without adding unverified award claims or details.
Connect with us →YOUR NEXT STEP STARTS HERE
Let’s discuss your financial goals.
Get in touch for a conversation about your requirements.
06 / CONTACT
Let’s start a conversation.
Contact MoneyplanT InvestmentS to discuss mutual fund distribution, insurance advisory or policy service requirements.
PHONE / WHATSAPP9881697000
OFFICE ADDRESS
6, Sheetal Capital, Opp. Medicover Hospital, Town Centre, CIDCO, Chhatrapati Sambhajinagar - 431003